Customer Service Agent, Financing

Banque Nationale du Canada; Montreal (administrative region); On-site; CAD 40,000 - 52,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

Banque Nationale du Canada is seeking a Customer Service Agent for its call centres in Montreal. You will support clients with financing needs including personal loans, lines of credit, and mortgages, using strong listening and advisory skills.

You will take calls, answer questions about financing products, guide clients to suitable solutions, and assist with banking applications, with a schedule that includes weekday and weekend coverage and advance notice three weeks ahead.

Qualifications

• High school diploma required.
• Aptitude for building strong relationships and proactively establishing ties with clients.

Responsibilities

• Take calls from clients and provide information related to financing products (personal loans, student loans, lines of credit, mortgage loans).
• Listen to clients’ needs and offer personalized solutions.
• Help clients use banking applications and refer clients with specialized needs to the correct sector.

Skills

Communication

Driving Results

Multitasking

Stress Management

Teamwork

Accountability

Client-focused

Detail-oriented

Empathy

Initiative

Learning Agility

Resiliency

Education

High school diploma

Job description

Area(s) of interest: Advisory services, Call centres

Location(s): Montreal

As a Customer Service Agent for our call centres, you’ll support our clients with their financing needs including personal loans, lines of credit and mortgages. You’ll have a positive impact on clients with your listening and advisory skills.

• Take calls from clients
• Answer questions related to financing products (personal loans, student loans, lines of credit, mortgage loans)
• Listen to clients’ needs and offer personalized solutions
• Help clients use our banking applications
• Refer clients with specialized needs to the correct sector

Our Client Contact centre is open Monday to Friday from 8:00 a.m. to 9:00p.m. and Saturday and Sunday from 9:00 a.m. to 5:00 p.m. Your work schedule is variable, and you’ll be informed of your schedule three weeks in advance.

Your team

Our team values passionate people and bold ideas. We work together to help our clients and your colleagues achieve their goals. We know we can count on our colleagues to share knowledge and help one another.

Learning and development

You’ll start with a training program lasting 6 to 8 weeks.Your on-the-job training will focus on learning how to help clients over the phone, and you'll be supported by a trainer.

We encourage our employees’ development and offer numerous career opportunities, including a career development plan with our internal career counsellors, ongoing coaching and the possibility of paid external training.

Prerequisites

• High school diploma
• Aptitude for building strong relationships and proactively establishing ties with clients

Languages:

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

Communication Driving Results Multitasking Stress Management Teamwork Accountability Client-focused Detail-oriented Empathy Initiative Learning Agility Resiliency

In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier‑free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?